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Entries related to: financial-services

How Financial Advisors Can Protect Clients’ Data from Fraud

Pem Guerry, executive vice president of SIGNiX, recently wrote an article for Investment News about using digital signatures to improve financial advisors’ fraud mitigation practices. In the article, Pem said:
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5 Amazing Client Gifts That Even FINRA Would Love

With Thanksgiving upon us and Christmas on the horizon, it’s the perfect time to strengthen your relationships with your clients. But year after year, advisors struggle to come up with outstanding gift ideas. It’s easy to wait until the last minute and end up sending a generic gift that gets a lukewarm response.  
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